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LPL Financial
LPLA

Overview Fund Activity

625 hedge funds and large institutions have $16.3B invested in LPL Financial in 2022 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 195 increasing their positions, 261 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+48
Holders Change %
+8.32%
% of All Funds
10.08%
Holding in Top 10
19
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-26.92%
% of All Funds
0.31%
New
121
Increased
195
Reduced
261
Closed
61
Calls
$42.3M
Puts
$43.3M
Net Calls
-$1.02M
Net Calls Change
-$8.23M

Top Buyers

1
BlackRock
BlackRock
New York
+$315M
2
GQG Partners
GQG Partners
Florida
+$172M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$162M
4
Goldman Sachs
Goldman Sachs
New York
+$98.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$96.7M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$1.75B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$215M
3
Invesco
Invesco
Georgia
-$215M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$194M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
501
ACT Advisors
North Carolina
$216K -$216 -1 -0.1%
BCV
502
Banque Cantonale Vaudoise
Switzerland
$216K -$648K -3,000 -75%
TWM
503
Thrive Wealth Management
Pennsylvania
$216K -$74.4K -344 -26%
NA
504
NewEdge Advisors
Louisiana
$215K -$124K -1,251 -37%
AC
505
AXQ Capital
New Jersey
$211K +$211K +976 New
AAP
506
Arax Advisory Partners
Colorado
$210K +$432 +2 +0.2%
Simplex Trading
507
Simplex Trading
Illinois
$210K -$104K -482 -33%
AR
508
Advisory Research
Illinois
$210K -$313K -1,448 -60%
AWM
509
Apollon Wealth Management
South Carolina
$208K -$40.2K -186 -16%
ECM
510
Elgethun Capital Management
South Dakota
$207K – – –
EP
511
Edgestream Partners
New Jersey
$206K -$209K -966 -50%
FP
512
Foundry Partners
Minnesota
$203K +$203K +938 New
FHA
513
First Horizon Advisors
Tennessee
$191K +$78.3K +362 +70%
DFCM
514
Dark Forest Capital Management
Puerto Rico
$187K -$2.39M -11,045 -93%
BAM
515
Belpointe Asset Management
Nevada
$186K -$8.43K -39 -4%
TFGT
516
TS Financial Group (TSFG)
Illinois
$186K – – –
Dimensional Fund Advisors
517
Dimensional Fund Advisors
Texas
$174K -$19K -88,090 -10%
QC
518
Quent Capital
New York
$166K +$22.3K +103 +15%
O
519
Ossiam
France
$165K – – –
Acadian Asset Management
520
Acadian Asset Management
Massachusetts
$153K +$153K +710 New
TFA
521
Toth Financial Advisory
Virginia
$144K – – –
UCB
522
United Community Bank
South Carolina
$139K -$2.16K -10 -2%
SPIA
523
Steward Partners Investment Advisory
New York
$139K +$21.6K +100 +18%
IA
524
IFP Advisors
Florida
$129K -$16.5K -181 -11%
CA
525
CoreCap Advisors
Michigan
$128K +$128K +594 New
19 20
21
22 23